Ricci & Co.: Personalized financial services

Published on Tuesday, 24 July 2018 20:36
Written by BRIAN M. JOHNSON

@brianjohnsonBP

BRISTOL - Ricci & Co., CPAs, is committed to providing clients with hands-on service and personal attention, says owner Bryan Ricci.

Ricci & Co., CPAs, located at the historic former train station at 171 Central St., has been providing income tax, accounting and planning services to clients in the Bristol area since 1999.

Additionally, Ricci & Co. provides tax, wealth, retirement, and estate planning services through its affiliated company, Abacus Financial Advisors, LLC, and William Joseph Capital Management, LLC.

It also provides insurance services including annuities, life, disability and long-term care policies.

Ricci has extensive experience in the accounting field, having previously worked at several other local practices and as a chief finance officer for a local manufacturing company.

He moved to his current location in 2009 as an expansion. The train station, built in 1881, is included on the National Register of Historic Places.

Ricci said that business has been good in Bristol and he has grown through word of mouth from many satisfied clients.

“After a customer calls me to set up an appointment, our first meeting is free,” said Ricci. “From there, I will discuss with them their financial history and their needs and advise in any way that I can.”

The stated mission of Ricci & Co., CPAs, is to “help our clients maximize their life’s opportunities by listening to what they are saying and working with them to discover and implement the best solutions.”

One area in particular that Ricci has been helping a lot of clients with recently is financial planning.

“One of the biggest reasons I became a certified financial planner is that I wanted to be able to help our longtime clients transition into retirement,” he said. “I have seen my clients become parents and then grandparents and because they liked the job we did, I ended up helping their children as well.”

Ricci said that he also likes to be involved in his local community. He is the chairman of the United Way of West Central Connecticut, which includes Bristol, Plainville and Plymouth and he is also a member of the Central Connecticut Chambers of Commerce. He is also a member of the Bristol Rotary Club and director of finances at St. Paul Catholic High School. He was formerly a member of the Jaycees.

“I like to do my part support to support the community and to give back,” he said.

For more information on Ricci & Co., CPAs, call 860-582-3300 or email bryan@ricciandco.com or visit ricciandco.com.

Brian M. Johnson can be reached at 860-973-1806 or bjohnson@bristolpress.com.



Posted in The Bristol Press, General Business, on Tuesday, 24 July 2018 20:36. Updated: Tuesday, 24 July 2018 20:38.